Controller Essentials
Controller-level oversight for businesses with internal bookkeeping staff. Monthly review, error correction, adjusting entries, and month-end close to ensure accurate financial statements.
What This Is
You have someone handling your day-to-day bookkeeping. They enter transactions, pay bills, send invoices. But who reviews their work? Who makes sure the numbers actually tie out at the end of the month? Who handles the adjusting entries that turn raw transaction data into accurate financial statements?
That is what a controller does. This service provides that oversight without the cost of a full-time hire. Your bookkeeper continues handling the daily work. We review everything monthly, catch errors, make necessary adjustments, and ensure your financial statements reflect reality.
The Monthly Review
The Monthly Review
We examine your bookkeeper’s work each month. Bank and credit card reconciliations get verified. Transactions get checked for proper categorization. We identify errors, duplicates, and mispostings before they compound into larger problems.
The Adjusting Entries
The Adjusting Entries
Accruals, prepaids, depreciation, deferred revenue. These entries transform cash-basis transaction records into accurate accrual-basis financial statements. Your bookkeeper likely does not handle these. We do, every month, as part of a proper close process.
Why This Matters
Small bookkeeping errors do not stay small. A miscategorized expense this month becomes a pattern next month. An unreconciled account in January is an unexplained variance by December. By the time you notice something is wrong, you are looking at months of cleanup work and potentially inaccurate tax filings.
The deeper problem is trust. If you are not sure your financial statements are accurate, you cannot rely on them for decisions. You end up making choices about hiring, equipment purchases, and expansion based on gut feeling instead of actual numbers. That is a dangerous way to run a business of any real size.
Errors That Accumulate
Errors That Accumulate
Your bookkeeper posts an invoice to the wrong revenue account. They forget to record a loan payment. They miscategorize owner distributions as expenses. Each mistake is minor. A year of minor mistakes creates financial statements that do not match reality.
Decisions Without Data
Decisions Without Data
Can you afford to hire another employee? Is that product line actually profitable? Should you open a second location? These questions require accurate financial data. If your books have not been properly reviewed and closed, you are guessing at answers that should come from numbers.
What Changes
Your financial statements become reliable. Not because we replaced your bookkeeper, but because someone with controller-level experience reviews their work every month. Errors get caught and corrected before they spread. Adjusting entries happen on schedule. The books close properly.
You also get someone to call when questions come up. Your bookkeeper encounters a transaction they are not sure how to handle. A vendor sends an invoice with unusual terms. You are considering a large purchase and want to understand the tax implications. You have direct access to someone who can answer these questions quickly.
Clean Monthly Close
Clean Monthly Close
By the middle of each month, you have accurate financial statements for the prior month. Reconciliations verified. Adjusting entries posted. Balance sheet accounts reviewed. You know exactly where your business stands and can plan accordingly.
Ongoing Access
Ongoing Access
Questions do not wait for the monthly review. You have direct access via email and scheduled check-ins. Your bookkeeper gets guidance on handling unusual transactions correctly the first time. Problems get solved before they become embedded in your records.
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